Connectors
Finance, Billing & Payments
Plaid
Financial data network: bank accounts, transactions, balances, and identity verification
Plaid API referenceAPI checked August 20, 2026
- Signs in with
- Connection fields
- Runs on
- Cloud or On-Prem Worker
- Operations
- 331
- Ready-made triggers
- 0
Connect Plaid
- In Neblex open Connect › Connections and click New Connection.
- Search for Plaid and give the connection a clear name.
- Fill in the fields. Secret values are encrypted and never shown again.
- Click Test, then Create Connection.
| Field | What to enter |
|---|---|
| Environment host (sandbox.plaid.com or production.plaid.com)Required | |
| Client IDRequired | |
| SecretRequiredSecret |
Use it in a flow
- Open a flow, open the node library and search for Plaid.
- Drag it onto the canvas and choose an Operation and your connection.
- Map the operation's fields from earlier steps, or click Map with Matt.
- Use Test this step to see what it returns, then save.
To start a flow from Plaid without a ready-made trigger: a Poll for changes trigger can check one of its list operations on a schedule and pass on only what is new; if Plaid can send webhooks, a Webhook trigger receives them at its own URL.
Operations
331 operations in 1 groups. Each one is a step you can add to a flow.
Plaid331
(Deprecated) Check digital income verification eligibility andincomeVerificationPrecheck | POST | /income/verification/precheck is an optional endpoint that can be called before initializing a Link session for income verification. |
(Deprecated) Create an income verification instanceincomeVerificationCreate | POST | /income/verification/create begins the income verification process by returning an income verification id. |
(Deprecated) Download the original documents used for incomeincomeVerificationDocumentsDownload | POST | /income/verification/documents/download provides the ability to download the source documents associated with the verification. |
(Deprecated) Get legacy categoriescategoriesGet | POST | Send a request to the /categories/get endpoint to get detailed information on legacy categories returned by Plaid. |
(Deprecated) Retrieve a balance held with PlaidtransferBalanceGet | POST | (Deprecated) Use the /transfer/balance/get endpoint to view a balance held with Plaid. |
(Deprecated) Retrieve a summary of an individual's employmentemploymentVerificationGet | POST | /employment/verification/get returns a list of employments through a user payroll that was verified by an end user. |
(Deprecated) Retrieve information from the paystubs used forincomeVerificationPaystubsGet | POST | /income/verification/paystubs/get returns the information collected from the paystubs that were used to verify an end user's income. |
(Deprecated) Retrieve information from the tax documents usedincomeVerificationTaxformsGet | POST | /income/verification/taxforms/get returns the information collected from forms that were used to verify an end user''s income. |
Advance a test clocksandboxTransferTestClockAdvance | POST | Use the /sandbox/transfer/test clock/advance endpoint to advance a test clock in the Sandbox environment. |
Associate Items to a UseruserItemsAssociate | POST | Associates Items to the target user. |
Cancel a bank transferbankTransferCancel | POST | Use the /bank transfer/cancel endpoint to cancel a bank transfer. |
Cancel a recurring transfer.transferRecurringCancel | POST | Use the /transfer/recurring/cancel endpoint to cancel a recurring transfer. |
Cancel a refundtransferRefundCancel | POST | Use the /transfer/refund/cancel endpoint to cancel a refund. |
Cancel a transfertransferCancel | POST | Use the /transfer/cancel endpoint to cancel a transfer. |
Cancel a transfer authorizationtransferAuthorizationCancel | POST | Use the /transfer/authorization/cancel endpoint to cancel a transfer authorization. |
Check a user's Plaid Network statusnetworkStatusGet | POST | The /network/status/get endpoint can be used to check whether Plaid has a matching profile for the user. |
Check a user's Plaid Network statusprofileNetworkStatusGet | POST | The /profile/network status/get endpoint can be used to check whether Plaid has a matching profile for the user. |
Check income verification eligibility and optimize conversioncreditPayrollIncomePrecheck | POST | /credit/payroll income/precheck is an optional endpoint that can be called before initializing a Link session for income verification. |
Compute Protect Trust Index scores and subscoresprotectCompute | POST | Compute a Protect Trust Index score for a user. |
Control a processor's access to productsprocessorTokenPermissionsSet | POST | Used to control a processor's access to products on the given processor token. |
Create a bank transferbankTransferCreate | POST | Use the /bank transfer/create endpoint to initiate a new bank transfer. |
Create a bank transfer as a processorprocessorBankTransferCreate | POST | Use the /processor/bank transfer/create endpoint to initiate a new bank transfer as a processor |
Create a Beacon ReportbeaconReportCreate | POST | Create a fraud report for a given Beacon User. |
Create a Beacon UserbeaconUserCreate | POST | Create and scan a Beacon User against your Beacon Program, according to your program's settings. |
Create a Business VerificationbusinessVerificationCreate | POST | Create a new business verification to check a business's identity and risk profile. |
Create a Link token for LayersessionTokenCreate | POST | /session/token/create is used to create a Link token for Layer. |
Create a new funding account for an originatortransferOriginatorFundingAccountCreate | POST | Use the /transfer/originator/funding account/create endpoint to create a new funding account for the originator. |
Create a new Identity VerificationidentityVerificationCreate | POST | Create a new Identity Verification for the user specified by the client user id and/or user id field. |
Create a new originatortransferOriginatorCreate | POST | Use the /transfer/originator/create endpoint to create a new originator and return an originator client id. |
Create a paymentpaymentInitiationPaymentCreate | POST | After creating a payment recipient, you can use the /payment initiation/payment/create endpoint to create a payment to that recipient. |
Create a person associated with an originatortransferPlatformPersonCreate | POST | Use the /transfer/platform/person/create endpoint to create a person associated with an originator (e.g. beneficial owner or control person) and optionally submit personal identification... |
Create a Protect reportprotectReportCreate | POST | Use this endpoint to create a Protect report to document fraud incidents, investigation outcomes, or other risk events. |
Create a recurring transfertransferRecurringCreate | POST | Use the /transfer/recurring/create endpoint to initiate a new recurring transfer. |
Create a refundtransferRefundCreate | POST | Use the /transfer/refund/create endpoint to create a refund for a transfer. |
Create a relay token to share an Asset Report with a partnercreditRelayCreate | POST | Plaid can share an Asset Report directly with a participating third party on your behalf. |
Create a review for an entity watchlist screeningwatchlistScreeningEntityReviewCreate | POST | Create a review for an entity watchlist screening. |
Create a review for an individual watchlist screeningwatchlistScreeningIndividualReviewCreate | POST | Create a review for the individual watchlist screening. |
Create a test clocksandboxTransferTestClockCreate | POST | Use the /sandbox/transfer/test clock/create endpoint to create a test clock in the Sandbox environment. |
Create a test ItemsandboxPublicTokenCreate | POST | Use the /sandbox/public token/create endpoint to create a valid public token for an arbitrary institution ID, initial products, and test credentials. |
Create a test Item and processor tokensandboxProcessorTokenCreate | POST | Use the /sandbox/processor token/create endpoint to create a valid processor token for an arbitrary institution ID and test credentials. |
Create a third-party user tokenuserThirdPartyTokenCreate | POST | This endpoint is used to create a third-party user token. |
Create a transfertransferCreate | POST | Use the /transfer/create endpoint to initiate a new transfer. |
Create a transfer authorizationtransferAuthorizationCreate | POST | Use the /transfer/authorization/create endpoint to authorize a transfer. |
Create a transfer intent object to invoke the Transfer UItransferIntentCreate | POST | Use the /transfer/intent/create endpoint to generate a transfer intent object and invoke the Transfer UI. |
Create a watchlist screening for a personwatchlistScreeningIndividualCreate | POST | Create a new Watchlist Screening to check your customer against watchlists defined in the associated Watchlist Program. |
Create a watchlist screening for an entitywatchlistScreeningEntityCreate | POST | Create a new entity watchlist screening to check your customer against watchlists defined in the associated entity watchlist program. |
Create an Asset ReportassetReportCreate | POST | The /asset report/create endpoint initiates the process of creating an Asset Report, which can then be retrieved by passing the asset report token return value to the /asset report/get or... |
Create an e-walletwalletCreate | POST | Create an e-wallet. |
Create an originator for Transfer for Platforms customerstransferPlatformOriginatorCreate | POST | Use the /transfer/platform/originator/create endpoint to submit information about the originator you are onboarding, including the originator's agreement to the required legal terms. |
Create Apex bank account tokenprocessorApexProcessorTokenCreate | POST | Used to create a token suitable for sending to Apex to enable Plaid-Apex integrations. |
Create Asset or Income Report Audit Copy TokencreditAuditCopyTokenCreate | POST | Plaid can create an Audit Copy token of an Asset Report and/or Income Report to share with a participating Government-Sponsored Enterprise (GSE) if you participate in Fannie Mae's Day 1... |
Create Asset Report Audit CopyassetReportAuditCopyCreate | POST | Plaid can provide an Audit Copy of any Asset Report directly to a participating third party on your behalf. |
Create autofill for an Identity VerificationidentityVerificationAutofillCreate | POST | Try to autofill an Identity Verification based on the provided phone number, date of birth and country of residence. |
Create Hosted Link sessionlinkDeliveryCreate | POST | Use the /link delivery/create endpoint to create a Hosted Link session. |
Create Link TokenlinkTokenCreate | POST | The /link/token/create endpoint creates a link token, which is required as a parameter when initializing Link. |
Create or refresh an OAuth access tokenoauthToken | POST | /oauth/token issues an access token and refresh token depending on the grant type provided. |
Create payment consentpaymentInitiationConsentCreate | POST | The /payment initiation/consent/create endpoint is used to create a payment consent, which can be used to initiate payments on behalf of the user. |
Create payment profilepaymentProfileCreate | POST | Use /payment profile/create endpoint to create a new payment profile. |
Create payment recipientpaymentInitiationRecipientCreate | POST | Create a payment recipient for payment initiation. |
Create payment tokencreatePaymentToken | POST | The /payment initiation/payment/token/create endpoint has been deprecated. |
Create processor tokenprocessorTokenCreate | POST | Used to create a token suitable for sending to one of Plaid's partners to enable integrations. |
Create public tokenitemCreatePublicToken | POST | Note: As of July 2020, the /item/public token/create endpoint is deprecated. |
Create sandbox transactionssandboxTransactionsCreate | POST | Use the /sandbox/transactions/create endpoint to create new transactions for an existing Item. |
Create Stripe bank account tokenprocessorStripeBankAccountTokenCreate | POST | Used to create a token suitable for sending to Stripe to enable Plaid-Stripe integrations. |
Create transaction category ruletransactionsRulesCreate | POST | The /beta/transactions/rules/v1/create endpoint creates transaction categorization rules. |
Create useruserCreate | POST | For Plaid products and flows that use the user object, /user/create provides you a single token to access all data associated with the user. |
Creates a new end customer for a Plaid reseller.betaPartnerCustomerV1Create | POST | The /beta/partner/customer/v1/create endpoint creates a new end customer record. |
Creates a new end customer for a Plaid reseller.partnerCustomerCreate | POST | The /partner/customer/create endpoint is used by reseller partners to create end customers. |
Delete an Asset ReportassetReportRemove | POST | The /item/remove endpoint allows you to invalidate an access token, meaning you will not be able to create new Asset Reports with it. |
Deposit funds into a Plaid Ledger balancetransferLedgerDeposit | POST | Use the /transfer/ledger/deposit endpoint to deposit funds into Plaid Ledger. |
Enables a Plaid reseller's end customer in the ProductionbetaPartnerCustomerV1Enable | POST | The /beta/partner/customer/v1/enable endpoint is used by reseller partners to enable an end customer in the full Production environment. |
Enables a Plaid reseller's end customer in the ProductionpartnerCustomerEnable | POST | The /partner/customer/enable endpoint is used by reseller partners to enable an end customer in the full Production environment. |
Enhance locally-held transaction datatransactionsEnhance | POST | The /beta/transactions/v1/enhance endpoint enriches raw transaction data provided directly by clients. |
Enrich locally-held transaction datatransactionsEnrich | POST | The /transactions/enrich endpoint enriches raw transaction data generated by your own banking products or retrieved from other non-Plaid sources. |
Evaluate a planned ACH transactionprocessorSignalEvaluate | POST | Use /processor/signal/evaluate to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals. |
Evaluate a planned ACH transactionsignalEvaluate | POST | Use /signal/evaluate to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals. |
Evaluate risk of a bank accountbeaconAccountRiskEvaluate | POST | Use /beacon/account risk/v1/evaluate to get risk insights for a linked account. |
Exchange public token for an access tokenitemPublicTokenExchange | POST | Exchange a Link public token for an API access token. |
Exchange the Link Correlation ID for a Link TokenlinkOauthCorrelationIdExchange | POST | Exchange an OAuth link correlation id for the corresponding link token. |
Execute a single payment using consentpaymentInitiationConsentPaymentExecute | POST | The /payment initiation/consent/payment/execute endpoint can be used to execute payments using payment consent. |
Execute a transaction using an e-walletwalletTransactionExecute | POST | Execute a transaction using the specified e-wallet. |
Fetch a list of e-walletswalletList | POST | This endpoint lists all e-wallets in descending order of creation. |
Fetch an e-walletwalletGet | POST | Fetch an e-wallet. |
Fetch an e-wallet transactionwalletTransactionGet | POST | Fetch a specific e-wallet transaction |
Fetch recurring transaction streamsprocessorTransactionsRecurringGet | POST | The /processor/transactions/recurring/get endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user's checking,... |
Fetch recurring transaction streamstransactionsRecurringGet | POST | The /transactions/recurring/get endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user's checking, savings or... |
Filter Asset ReportassetReportFilter | POST | By default, an Asset Report will contain all of the accounts on a given Item. |
Fire a test webhooksandboxItemFireWebhook | POST | The /sandbox/item/fire webhook endpoint is used to test that code correctly handles webhooks. |
Force a Sandbox Item into an error statesandboxItemResetLogin | POST | /sandbox/item/reset login/ forces an Item into an ITEM LOGIN REQUIRED state in order to simulate an Item whose login is no longer valid. |
Force item(s) for a Sandbox User into an error statesandboxUserResetLogin | POST | /sandbox/user/reset login/ functions the same as /sandbox/item/reset login, but will modify Items related to a User. |
Generate a Plaid-hosted onboarding UI URL.transferQuestionnaireCreate | POST | The /transfer/questionnaire/create endpoint generates a Plaid-hosted onboarding UI URL. |
Get a Beacon DuplicatebeaconDuplicateGet | POST | Returns a Beacon Duplicate for a given Beacon Duplicate id. |
Get a Beacon ReportbeaconReportGet | POST | Returns a Beacon Report for a given Beacon Report ID. |
Get a Beacon Report SyndicationbeaconReportSyndicationGet | POST | Returns a Beacon Report Syndication for a given Beacon Report Syndication id. |
Get a Beacon UserbeaconUserGet | POST | Fetch a Beacon User. |
Get a Business VerificationbusinessVerificationGet | POST | Retrieve the current state of a specific business verification. |
Get a processor token's product permissionsprocessorTokenPermissionsGet | POST | Used to get a processor token's product permissions. |
Get a test clocksandboxTransferTestClockGet | POST | Use the /sandbox/transfer/test clock/get endpoint to get a test clock in the Sandbox environment. |
Get Account Insights for a Beacon UserbeaconUserAccountInsightsGet | POST | Get Account Insights for all Accounts linked to this Beacon User. |
Get an entity screeningwatchlistScreeningEntityGet | POST | Retrieve an entity watchlist screening. |
Get an IssueissuesGet | POST | Retrieve detailed information about a specific Issue. |
Get balance of your Bank Transfer accountbankTransferBalanceGet | POST | Use the /bank transfer/balance/get endpoint to see the available balance in your bank transfer account. |
Get data needed to authorize an investments transferinvestmentsAuthGet | POST | The /investments/auth/get endpoint allows developers to receive user-authorized data to facilitate the transfer of holdings |
Get details of all supported institutionsinstitutionsGet | POST | Returns a JSON response containing details on all financial institutions currently supported by Plaid. |
Get details of an institutioninstitutionsGetById | POST | Returns a JSON response containing details on a specified financial institution currently supported by Plaid. |
Get entity watchlist screening programwatchlistScreeningEntityProgramGet | POST | Get an entity watchlist screening program |
Get EWA Score ReportbetaEwaReportV1Get | POST | The /beta/ewa report/v1/get endpoint provides an Earned Wage Access (EWA) score that quantifies the delinquency risk associated with a given item. |
Get FDX Consent GrantfdxConsentsGet | GET | Returns a consent grant by its identifier |
Get Hosted Link sessionlinkDeliveryGet | POST | Use the /link delivery/get endpoint to get the status of a Hosted Link session. |
Get incremental transaction updates on a processor tokenprocessorTransactionsSync | POST | The /processor/transactions/sync endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen. |
Get incremental transaction updates on an ItemtransactionsSync | POST | The /transactions/sync endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen. |
Get individual watchlist screening programwatchlistScreeningIndividualProgramGet | POST | Get an individual watchlist screening program |
Get information about a user eventprotectEventGet | POST | Get information about a user event including Trust Index score and fraud attributes. |
Get investment account authentication dataprocessorInvestmentsAuthGet | POST | The /processor/investments/auth/get endpoint allows you to retrieve information about the account authorized by a processor token, including account numbers, account owners, holdings, and... |
Get Investment holdingsinvestmentsHoldingsGet | POST | The /investments/holdings/get endpoint allows developers to receive user-authorized stock position data for investment-type accounts. |
Get investment transactionsinvestmentsTransactionsGet | POST | The /investments/transactions/get endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for investment accounts. |
Get investment transactions dataprocessorInvestmentsTransactionsGet | POST | The /processor/investments/transactions/get endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for the investment account associated with the... |
Get Items associated with a UseruserItemsGet | POST | Returns Items associated with a user id, along with their corresponding statuses. |
Get Link TokenlinkTokenGet | POST | The /link/token/get endpoint gets information about a Link session, including all callbacks fired during the session along with their metadata, including the public token. |
Get metadata about an OAuth tokenoauthIntrospect | POST | /oauth/introspect returns metadata about an access token or refresh token. |
Get payment consentpaymentInitiationConsentGet | POST | The /payment initiation/consent/get endpoint can be used to check the status of a payment consent, as well as to receive basic information such as recipient and constraints. |
Get payment detailspaymentInitiationPaymentGet | POST | The /payment initiation/payment/get endpoint can be used to check the status of a payment, as well as to receive basic information such as recipient and payment amount. |
Get payment profilepaymentProfileGet | POST | Use /payment profile/get endpoint to get the status of a given Payment Profile. |
Get payment recipientpaymentInitiationRecipientGet | POST | Get details about a payment recipient you have previously created. |
Get Protect user insightsprotectUserInsightsGet | POST | Use this endpoint to get basic information about a user as it relates to their fraud profile with Protect. |
Get RecipientgetRecipient | GET | Get a specific recipient |
Get RecipientsgetRecipients | GET | Returns a list of Recipients |
Get RTP eligibility information of a transfertransferCapabilitiesGet | POST | Use the /transfer/capabilities/get endpoint to determine the RTP eligibility information of an account to be used with Transfer. |
Get status of all originators' onboardingtransferOriginatorList | POST | The /transfer/originator/list endpoint gets status updates for all of your originators' onboarding. |
Get status of an originator's onboardingtransferOriginatorGet | POST | The /transfer/originator/get endpoint gets status updates for an originator's onboarding process. |
Get transaction dataprocessorTransactionsGet | POST | The /processor/transactions/get endpoint allows developers to receive user-authorized transaction data for credit, depository, and some loan-type accounts (only those with account subtype... |
Get transaction datatransactionsGet | POST | Note: All new implementations are encouraged to use /transactions/sync rather than /transactions/get. |
Get transfer product configurationtransferConfigurationGet | POST | Use the /transfer/configuration/get endpoint to view your transfer product configurations. |
Get transfer product usage metricstransferMetricsGet | POST | Use the /transfer/metrics/get endpoint to view your transfer product usage metrics. |
Get webhook verification keywebhookVerificationKeyGet | POST | Plaid signs all outgoing webhooks and provides JSON Web Tokens (JWTs) so that you can verify the authenticity of any incoming webhooks to your application. |
Gets insights data in Cashflow ReportcashflowReportInsightsGet | POST | The /cashflow report/insights/get endpoint retrieves insights data associated with an Item. |
Gets transaction data in cashflow_reportcashflowReportGet | POST | The /cashflow report/get endpoint retrieves transactions data associated with an Item. |
Gets transaction data in cashflow_reportcashflowReportTransactionsGet | POST | The /cashflow report/transactions/get endpoint retrieves transactions data associated with an Item. |
Import ItemitemImport | POST | /item/import creates an Item via your Plaid Exchange Integration and returns an access token. |
Invalidate access_tokenitemAccessTokenInvalidate | POST | By default, the access token associated with an Item does not expire and should be stored in a persistent, secure manner. |
List a Beacon User's historybeaconUserHistoryList | POST | List all changes to the Beacon User in reverse-chronological order. |
List a historical log of item consent eventsconsentEventsGet | POST | List a historical log of Item consent events. |
List a historical log of user consent eventsitemActivityList | POST | List a historical log of user consent events |
List a user's connected applicationsitemApplicationList | POST | List a user's connected applications |
List bank transfer eventsbankTransferEventList | POST | Use the /bank transfer/event/list endpoint to get a list of Plaid-initiated ACH or bank transfer events based on specified filter criteria. |
List bank transfersbankTransferList | POST | Use the /bank transfer/list endpoint to see a list of all your bank transfers and their statuses. |
List Beacon Report Syndications for a Beacon UserbeaconReportSyndicationList | POST | Use the /beacon/report syndication/list endpoint to view all Beacon Reports that have been syndicated to a specific Beacon User. |
List Beacon Reports for a Beacon UserbeaconReportList | POST | Use the /beacon/report/list endpoint to view all Beacon Reports you created for a specific Beacon User. |
List Dashboard usersdashboardUserList | POST | The /dashboard user/list endpoint provides details (such as email address) about all Dashboard users associated with your account. |
List e-wallet transactionswalletTransactionList | POST | This endpoint lists the latest transactions of the specified e-wallet. |
List entity watchlist screening programswatchlistScreeningEntityProgramList | POST | List all entity watchlist screening programs |
List entity watchlist screeningswatchlistScreeningEntityList | POST | List all entity screenings. |
List history for entity watchlist screeningswatchlistScreeningEntityHistoryList | POST | List all changes to the entity watchlist screening in reverse-chronological order. |
List history for individual watchlist screeningswatchlistScreeningIndividualHistoryList | POST | List all changes to the individual watchlist screening in reverse-chronological order. |
List hits for entity watchlist screeningswatchlistScreeningEntityHitList | POST | List all hits for the entity watchlist screening. |
List hits for individual watchlist screeningwatchlistScreeningIndividualHitList | POST | List all hits found by Plaid for a particular individual watchlist screening. |
List Identity VerificationsidentityVerificationList | POST | Filter and list Identity Verifications created by your account |
List individual watchlist screening programswatchlistScreeningIndividualProgramList | POST | List all individual watchlist screening programs |
List Individual Watchlist ScreeningswatchlistScreeningIndividualList | POST | List previously created watchlist screenings for individuals |
List payment recipientspaymentInitiationRecipientList | POST | The /payment initiation/recipient/list endpoint list the payment recipients that you have previously created. |
List paymentspaymentInitiationPaymentList | POST | The /payment initiation/payment/list endpoint can be used to retrieve all created payments. |
List recurring transferstransferRecurringList | POST | Use the /transfer/recurring/list endpoint to see a list of all your recurring transfers and their statuses. |
List reviews for entity watchlist screeningswatchlistScreeningEntityReviewList | POST | List all reviews for a particular entity watchlist screening. |
List reviews for individual watchlist screeningswatchlistScreeningIndividualReviewList | POST | List all reviews for the individual watchlist screening. |
List sweepsbankTransferSweepList | POST | The /bank transfer/sweep/list endpoint fetches information about the sweeps matching the given filters. |
List sweepstransferSweepList | POST | The /transfer/sweep/list endpoint fetches sweeps matching the given filters. |
List test clockssandboxTransferTestClockList | POST | Use the /sandbox/transfer/test clock/list endpoint to see a list of all your test clocks in the Sandbox environment, by ascending virtual time. |
List the returns included in a repaymenttransferRepaymentReturnList | POST | The /transfer/repayment/return/list endpoint retrieves the set of returns that were batched together into the specified repayment. |
List transfer eventstransferEventList | POST | Use the /transfer/event/list endpoint to get a list of transfer events based on specified filter criteria. |
List transfer ledger eventstransferLedgerEventList | POST | Use the /transfer/ledger/event/list endpoint to get a list of ledger events for a specific ledger based on specified filter criteria. |
List transferstransferList | POST | Use the /transfer/list endpoint to see a list of all your transfers and their statuses. |
Lists historical repaymentstransferRepaymentList | POST | The /transfer/repayment/list endpoint fetches repayments matching the given filters. |
Manually fire a Bank Income webhook in SandboxsandboxBankIncomeFireWebhook | POST | Use the /sandbox/bank income/fire webhook endpoint to manually trigger a Bank Income webhook in the Sandbox environment. |
Manually fire a Bank Transfer webhooksandboxBankTransferFireWebhook | POST | Use the /sandbox/bank transfer/fire webhook endpoint to manually trigger a Bank Transfers webhook in the Sandbox environment. |
Manually fire a Transfer webhooksandboxTransferFireWebhook | POST | Use the /sandbox/transfer/fire webhook endpoint to manually trigger a TRANSFER EVENTS UPDATE webhook in the Sandbox environment. |
Manually fire an Income webhooksandboxIncomeFireWebhook | POST | Use the /sandbox/income/fire webhook endpoint to manually trigger a Payroll or Document Income webhook in the Sandbox environment. |
Migrate account into Bank TransfersbankTransferMigrateAccount | POST | As an alternative to adding Items via Link, you can also use the /bank transfer/migrate account endpoint to migrate known account and routing numbers to Plaid Items. |
Migrate account into TransferstransferMigrateAccount | POST | As an alternative to adding Items via Link, you can also use the /transfer/migrate account endpoint to migrate previously-verified account and routing numbers to Plaid Items. |
Move available balance between ledgerstransferLedgerDistribute | POST | Use the /transfer/ledger/distribute endpoint to move available balance between ledgers, if you have multiple. |
Obtain user insights based on transactions sent throughtransactionsUserInsightsGet | POST | The /beta/transactions/user insights/v1/get gets user insights for clients who have enriched data with /transactions/enrich. |
Opt-in a processor token to SignalprocessorSignalPrepare | POST | When a processor token is not initialized with signal, call /processor/signal/prepare to opt-in that processor token to the data collection process, which will improve the accuracy of the... |
Opt-in an Item to Signal Transaction ScoressignalPrepare | POST | When an Item is not initialized with signal, call /signal/prepare to opt-in that Item to the data collection process used to develop a Signal Transaction Score. |
Refresh a digital payroll income verificationcreditPayrollIncomeRefresh | POST | /credit/payroll income/refresh refreshes a given digital payroll income verification. |
Refresh a report of a relay tokencreditRelayRefresh | POST | The /credit/relay/refresh endpoint allows third parties to refresh a report that was relayed to them, using a relay token that was created by the report owner. |
Refresh a user's bank income informationcreditBankIncomeRefresh | POST | /credit/bank income/refresh is deprecated. |
Refresh an Asset ReportassetReportRefresh | POST | An Asset Report is an immutable snapshot of a user's assets. |
Refresh identity dataidentityRefresh | POST | /identity/refresh is an optional endpoint for users of the Identity product. |
Refresh investment datainvestmentsRefresh | POST | /investments/refresh is an optional endpoint for users of the Investments product. |
Refresh or create a Consumer ReportcraCheckReportCreate | POST | Use /cra/check report/create to refresh data in an existing report. |
Refresh statements data.statementsRefresh | POST | /statements/refresh initiates an on-demand extraction to fetch the statements for the provided dates. |
Refresh transaction dataprocessorTransactionsRefresh | POST | /processor/transactions/refresh is an optional endpoint for users of the Transactions product. |
Refresh transaction datatransactionsRefresh | POST | /transactions/refresh is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item. |
Refresh transaction data in cashflow_reportcashflowReportRefresh | POST | /cashflow report/refresh is an endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item (given an item id). |
Refresh user items for Financial-Insights bundleuserFinancialDataRefresh | POST | /user/financial data/refresh is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Financial Insights bundle. |
Refresh user items for Transactions bundleuserTransactionsRefresh | POST | /user/transactions/refresh is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Transactions bundle. |
Register a list of loans to their applicantscraLoansRegister | POST | /cra/loans/register registers a list of loans to their applicants. |
Register loan applications and decisionscraLoansApplicationsRegister | POST | /cra/loans/applications/register registers loan applications and decisions. |
Remove a third-party user tokenuserThirdPartyTokenRemove | POST | This endpoint is used to delete a third-party user token. |
Remove an Audit Copy tokencreditReportAuditCopyRemove | POST | The /credit/audit copy token/remove endpoint allows you to remove an Audit Copy. |
Remove an ItemitemRemove | POST | The /item/remove endpoint allows you to remove an Item. |
Remove Asset Report Audit CopyassetReportAuditCopyRemove | POST | The /asset report/audit copy/remove endpoint allows you to remove an Audit Copy. |
Remove Items from a UseruserItemsRemove | POST | Removes specific Items associated with a user. |
Remove payment profilepaymentProfileRemove | POST | Use the /payment profile/remove endpoint to remove a given Payment Profile. |
Remove relay tokencreditRelayRemove | POST | The /credit/relay/remove endpoint allows you to invalidate a relay token. |
Remove transaction ruletransactionsRulesRemove | POST | The /beta/transactions/rules/v1/remove endpoint is used to remove a transaction rule. |
Remove useruserRemove | POST | /user/remove deletes a user id or user token and associated information, including any Items associated with the user. |
Remove user identity datauserIdentityRemove | POST | This endpoint allows customers to explicitly purge identity/PII data provided to Plaid for a given user. |
Removes a Plaid reseller's end customer.partnerCustomerRemove | POST | The /partner/customer/remove endpoint is used by reseller partners to remove an end customer. |
Report a return for an ACH transactionprocessorSignalReturnReport | POST | Call the /processor/signal/return/report endpoint to report a returned transaction that was previously sent to the /processor/signal/evaluate endpoint. |
Report a return for an ACH transactionsignalReturnReport | POST | Call the /signal/return/report endpoint to report a returned transaction that was previously sent to the /signal/evaluate endpoint. |
Report whether you initiated an ACH transactionprocessorSignalDecisionReport | POST | After you call /processor/signal/evaluate, Plaid will normally infer the outcome from your Signal Rules. |
Report whether you initiated an ACH transactionsignalDecisionReport | POST | After you call /signal/evaluate, Plaid will normally infer the outcome from your Signal Rules. |
Reset the login of a Payment ProfilesandboxPaymentProfileResetLogin | POST | /sandbox/payment profile/reset login/ forces a Payment Profile into a state where the login is no longer valid. |
Retrieve a bank transferbankTransferGet | POST | The /bank transfer/get fetches information about the bank transfer corresponding to the given bank transfer id. |
Retrieve a Base ReportcraCheckReportBaseReportGet | POST | This endpoint allows you to retrieve the Base Report for your user, allowing you to receive comprehensive bank account and cash flow data. |
Retrieve a Consumer Report as a PDFcraCheckReportPdfGet | POST | /cra/check report/pdf/get retrieves the most recent Consumer Report in PDF format. |
Retrieve a Consumer Report as a Verification PDFcraCheckReportVerificationPdfGet | POST | The /cra/check report/verification/pdf/get endpoint retrieves the most recent Consumer Report in PDF format, specifically formatted for Home Lending verification use cases. |
Retrieve a Dashboard userdashboardUserGet | POST | The /dashboard user/get endpoint provides details (such as email address) about a specific Dashboard user based on the dashboard user id field, which is returned in the audit trail object... |
Retrieve a list of all statements associated with an Item.statementsList | POST | The /statements/list endpoint retrieves a list of all statements associated with an Item. |
Retrieve a Monitoring Insights ReportcraMonitoringInsightsGet | POST | This endpoint allows you to retrieve a Cash Flow Updates report by passing in the user id referred to in the webhook you received. |
Retrieve a PDF Asset ReportassetReportPdfGet | POST | The /asset report/pdf/get endpoint retrieves the Asset Report in PDF format. |
Retrieve a PDF Asset Report Audit CopyassetReportAuditCopyPdfGet | POST | The /asset report/audit copy/pdf/get endpoint retrieves an Asset Report Audit Copy in PDF format. |
Retrieve a recurring transfertransferRecurringGet | POST | The /transfer/recurring/get fetches information about the recurring transfer corresponding to the given recurring transfer id. |
Retrieve a refundtransferRefundGet | POST | The /transfer/refund/get endpoint fetches information about the refund corresponding to the given refund id. |
Retrieve a single statement.statementsDownload | POST | The /statements/download endpoint retrieves a single statement PDF in binary format. |
Retrieve a summary of an individual's employment informationcreditEmploymentGet | POST | /credit/employment/get returns a list of items with employment information from a user's payroll provider that was verified by an end user. |
Retrieve a sweepbankTransferSweepGet | POST | The /bank transfer/sweep/get endpoint fetches information about the sweep corresponding to the given sweep id. |
Retrieve a sweeptransferSweepGet | POST | The /transfer/sweep/get endpoint fetches a sweep corresponding to the given sweep id. |
Retrieve a transfertransferGet | POST | The /transfer/get endpoint fetches information about the transfer corresponding to the given transfer id or authorization id. |
Retrieve a user's payroll informationcreditPayrollIncomeGet | POST | This endpoint gets payroll income information for a specific user, either as a result of the user connecting to their payroll provider or uploading a pay related document. |
Retrieve accountsaccountsGet | POST | The /accounts/get endpoint can be used to retrieve a list of accounts associated with any linked Item. |
Retrieve an Asset ReportassetReportGet | POST | The /asset report/get endpoint retrieves the Asset Report in JSON format. |
Retrieve an Asset Report Audit CopyassetReportAuditCopyGet | POST | /asset report/audit copy/get allows auditors to get a copy of an Asset Report that was previously shared via the /asset report/audit copy/create endpoint. |
Retrieve an Asset Report with Freddie Mac format (aka VOAcreditFreddieMacReportsGet | POST | The /credit/freddie mac/reports/get endpoint retrieves the Verification of Assets and Verification of Employment reports. |
Retrieve an Asset Report with Freddie Mac format. Only FreddiecreditAssetReportFreddieMacGet | POST | The /credit/asset report/freddie mac/get endpoint retrieves the Asset Report in Freddie Mac's JSON format. |
Retrieve an individual watchlist screeningwatchlistScreeningIndividualGet | POST | Retrieve a previously created individual watchlist screening |
Retrieve an ItemitemGet | POST | Returns information about the status of an Item. |
Retrieve auth dataauthGet | POST | The /auth/get endpoint returns the bank account and bank identification numbers (such as routing numbers, for US accounts) associated with an Item's checking, savings, and cash management... |
Retrieve Auth dataprocessorAuthGet | POST | The /processor/auth/get endpoint returns the bank account and bank identification number (such as the routing number, for US accounts), for a checking, savings, or cash management account... |
Retrieve Balance dataprocessorBalanceGet | POST | The /processor/balance/get endpoint returns the real-time balance for each of an Item's accounts. |
Retrieve cash flow information from your user's bankscraCheckReportIncomeInsightsGet | POST | This endpoint allows you to retrieve the Income Insights report for your user. |
Retrieve cash flow insights from partnerscraCheckReportPartnerInsightsGet | POST | This endpoint allows you to retrieve the Partner Insights report for your user. |
Retrieve cash flow insights from the bank accounts used forcraPartnerInsightsGet | POST | /cra/partner insights/get returns cash flow insights for a specified user. |
Retrieve cash flow insights from your user's banking datacraCheckReportCashflowInsightsGet | POST | This endpoint allows you to retrieve the Cashflow Insights report for your user. |
Retrieve data for a user's uploaded bank statementscreditBankStatementsUploadsGet | POST | /credit/bank statements/uploads/get returns parsed data from bank statements uploaded by users as part of the Document Income flow. |
Retrieve FDX Consent Grant revocation recordsfdxConsentsRevocationGet | GET | Returns the revocation history of a consent grant |
Retrieve fraud insights for a user's manually uploadedcreditPayrollIncomeRiskSignalsGet | POST | /credit/payroll income/risk signals/get can be used as part of the Document Income flow to assess a user-uploaded document for signs of potential fraud or tampering. |
Retrieve identity dataidentityGet | POST | The /identity/get endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses. |
Retrieve Identity dataprocessorIdentityGet | POST | The /processor/identity/get endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses. |
Retrieve identity match scoreidentityMatch | POST | The /identity/match endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder's financial... |
Retrieve identity match scoreprocessorIdentityMatch | POST | The /processor/identity/match endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder's... |
Retrieve Identity VerificationidentityVerificationGet | POST | Retrieve a previously created Identity Verification. |
Retrieve information about a Plaid applicationapplicationGet | POST | Allows financial institutions to retrieve information about Plaid clients for the purpose of building control-tower experiences |
Retrieve information from the bank accounts used for employmentcreditBankEmploymentGet | POST | /beta/credit/v1/bank employment/get returns the employment report(s) derived from bank transaction data for a specified user. |
Retrieve information from the bank accounts used for incomecreditBankIncomeGet | POST | /credit/bank income/get returns the bank income report(s) for a specified user. |
Retrieve information from the bank accounts used for incomecreditBankIncomePdfGet | POST | /credit/bank income/pdf/get returns the most recent bank income report for a specified user in PDF format. |
Retrieve Investment HoldingsprocessorInvestmentsHoldingsGet | POST | This endpoint returns the stock position data of the account associated with a given processor token. |
Retrieve Liabilities dataliabilitiesGet | POST | The /liabilities/get endpoint returns various details about an Item with loan or credit accounts. |
Retrieve Liabilities dataprocessorLiabilitiesGet | POST | The /processor/liabilities/get endpoint returns various details about a loan or credit account. |
Retrieve Link sessions for your usercreditSessionsGet | POST | This endpoint can be used for your end users after they complete the Link flow. |
Retrieve more information about a transfer intenttransferIntentGet | POST | Use the /transfer/intent/get endpoint to retrieve more information about a transfer intent. |
Retrieve network attributes for the usercraCheckReportNetworkInsightsGet | POST | This endpoint allows you to retrieve the Network Insights product for your user. |
Retrieve PDF ReportsconsumerReportPdfGet | POST | Retrieves all existing CRB Bank Income and Base reports for the consumer in PDF format. |
Retrieve Plaid Ledger balancetransferLedgerGet | POST | Use the /transfer/ledger/get endpoint to view a balance on the ledger held with Plaid. |
Retrieve real-time balance dataaccountsBalanceGet | POST | The /accounts/balance/get endpoint returns the real-time balance for each of an Item's accounts. |
Retrieve the account associated with a processor tokenprocessorAccountGet | POST | This endpoint returns the account associated with a given processor token. |
Retrieve the credit profile report for a usercraCreditProfileReportGet | POST | /cra/credit profile/report/get retrieves a credit profile report for a user. |
Retrieve the LendScore from your user's banking datacraCheckReportLendScoreGet | POST | This endpoint allows you to retrieve the LendScore report for your user. |
Retrieve the pdf reports associated with a relay token that wascreditRelayPdfGet | POST | /credit/relay/pdf/get allows third parties to receive a pdf report that was shared with them, using a relay token that was created by the report owner. |
Retrieve the reports associated with a relay token that wascreditRelayGet | POST | /credit/relay/get allows third parties to receive a report that was shared with them, using a relay token that was created by the report owner. |
Retrieve User AccountuserAccountSessionGet | POST | This endpoint returns user permissioned account data, including identity and Item access tokens, for use with Plaid Layer. |
Retrieve user identity and informationuserGet | POST | Get user details using a user id. |
Retrieve various home lending reports for a usercraCheckReportVerificationGet | POST | This endpoint allows you to retrieve home lending reports for a user. |
Retrieves the details of a Plaid reseller's end customer.betaPartnerCustomerV1Get | POST | The /beta/partner/customer/v1/get endpoint is used by reseller partners to retrieve data about a single end customer. |
Retry an Identity VerificationidentityVerificationRetry | POST | Allow a customer to retry their Identity Verification |
Return a list of rules created for the Item associated with thetransactionsRulesList | POST | The /beta/transactions/rules/v1/list returns a list of transaction rules created for the Item associated with the access token. |
Returns a Plaid reseller's end customer.partnerCustomerGet | POST | The /partner/customer/get endpoint is used by reseller partners to retrieve data about a single end customer. |
Returns OAuth-institution registration information for a givenpartnerCustomerOauthInstitutionsGet | POST | The /partner/customer/oauth institutions/get endpoint is used by reseller partners to retrieve OAuth-institution registration information about a single end customer. |
Returns uploaded document identityidentityDocumentsUploadsGet | POST | Use /identity/documents/uploads/get to retrieve identity details when using Identity Document Upload. |
Reverse an existing paymentpaymentInitiationPaymentReverse | POST | Reverse a settled payment from a Plaid virtual account. |
Review a Beacon UserbeaconUserReview | POST | Update the status of a Beacon User. |
Revoke an OAuth tokenoauthRevoke | POST | /oauth/revoke revokes an access or refresh token, preventing any further use. |
Revoke FDX Consent GrantfdxConsentsRevoke | PUT | Appends a REVOKED status record to the named consent grant |
Revoke payment consentpaymentInitiationConsentRevoke | POST | The /payment initiation/consent/revoke endpoint can be used to revoke the payment consent. |
Save the selected accounts when connecting to the PlatypussandboxOauthSelectAccounts | POST | Save the selected accounts when connecting to the Platypus OAuth institution |
Schedule a planned ACH transactionsignalSchedule | POST | Use /signal/schedule to schedule a planned ACH transaction. |
Search employer databaseemployersSearch | POST | /employers/search allows you the ability to search Plaid's database of known employers, for use with Deposit Switch. |
Search for an IssueissuesSearch | POST | Search for an issue associated with one of the following identifiers: item id, link session id or Link session request id. |
Search institutionsinstitutionsSearch | POST | Returns a JSON response containing details for institutions that match the query parameters, up to a maximum of ten institutions per query. |
Seed a connected application for a Permissions Manager sandboxsandboxItemApplicationSeed | POST | /sandbox/item/application/seed creates a test connected application on an existing Permissions Manager Item's login. |
Send a new event to enrich user dataprotectEventSend | POST | Send a new event to enrich user data and optionally get a Trust Index score for the event. |
Send User Account Session EventuserAccountSessionEventSend | POST | This endpoint allows sending client-specific events related to Layer sessions for analytics and tracking purposes. |
Set verification status for Sandbox accountsandboxItemSetVerificationStatus | POST | The /sandbox/item/set verification status endpoint can be used to change the verification status of an Item in the Sandbox in order to simulate the Automated Micro-deposit flow. |
Simulate a bank transfer event in SandboxsandboxBankTransferSimulate | POST | Use the /sandbox/bank transfer/simulate endpoint to simulate a bank transfer event in the Sandbox environment. |
Simulate a ledger deposit event in SandboxsandboxTransferLedgerDepositSimulate | POST | Use the /sandbox/transfer/ledger/deposit/simulate endpoint to simulate a ledger deposit event in the Sandbox environment. |
Simulate a ledger withdraw event in SandboxsandboxTransferLedgerWithdrawSimulate | POST | Use the /sandbox/transfer/ledger/withdraw/simulate endpoint to simulate a ledger withdraw event in the Sandbox environment. |
Simulate a payment event in SandboxsandboxPaymentSimulate | POST | Use the /sandbox/payment/simulate endpoint to simulate various payment events in the Sandbox environment. |
Simulate a refund event in SandboxsandboxTransferRefundSimulate | POST | Use the /sandbox/transfer/refund/simulate endpoint to simulate a refund event in the Sandbox environment. |
Simulate a transfer event in SandboxsandboxTransferSimulate | POST | Use the /sandbox/transfer/simulate endpoint to simulate a transfer event in the Sandbox environment. |
Simulate converting pending balance to available balancesandboxTransferLedgerSimulateAvailable | POST | Use the /sandbox/transfer/ledger/simulate available endpoint to simulate converting pending balance to available balance for all originators in the Sandbox environment. |
Simulate creating a sweepsandboxTransferSweepSimulate | POST | Use the /sandbox/transfer/sweep/simulate endpoint to create a sweep and associated events in the Sandbox environment. |
Submit additional onboarding information on behalf of antransferPlatformRequirementSubmit | POST | Use the /transfer/platform/requirement/submit endpoint to submit additional onboarding information that is needed by Plaid to approve or decline the originator. |
Submit transfer diligence on behalf of the originatortransferDiligenceSubmit | POST | Use the /transfer/diligence/submit endpoint to submit transfer diligence on behalf of the originator (i.e., the end customer). |
Subscribe and unsubscribe to proactive notifications for acreditBankIncomeWebhookUpdate | POST | /credit/bank income/webhook/update allows you to subscribe or unsubscribe a user for income webhook notifications. |
Subscribe to an IssueissuesSubscribe | POST | Allows a user to subscribe to updates on a specific Issue using a POST method. |
Subscribe to Monitoring InsightscraMonitoringInsightsSubscribe | POST | This endpoint allows you to subscribe to insights for a user's linked CRA Item, which are updated between one and four times per day (best-effort). |
Sync bank transfer eventsbankTransferEventSync | POST | /bank transfer/event/sync allows you to request up to the next 25 Plaid-initiated bank transfer events that happened after a specific event id. |
Sync transfer eventstransferEventSync | POST | /transfer/event/sync allows you to request up to the next 500 transfer events that happened after a specific event id. |
Terminate products for an ItemitemProductsTerminate | POST | The /item/products/terminate endpoint allows you to terminate an Item. |
Terminate user-based productsuserProductsTerminate | POST | Terminates user-based recurring subscription bundles or products (Financial Management, Plaid Protect, and CRA Cash Flow Updates) associated with a user id. |
Trigger an update for Cash Flow UpdatessandboxCraCashflowUpdatesUpdate | POST | Use the /sandbox/cra/cashflow updates/update endpoint to manually trigger an update for Cash Flow Updates (Monitoring) in the Sandbox environment. |
Trigger the creation of a repaymentsandboxTransferRepaymentSimulate | POST | Use the /sandbox/transfer/repayment/simulate endpoint to trigger the creation of a repayment. |
Unlink a user's connected applicationitemApplicationUnlink | POST | Unlink a user's connected application. |
Unregister a list of loanscraLoansUnregister | POST | /cra/loans/unregister indicates the loans have reached a final status and no further updates are expected. |
Unsubscribe from Monitoring InsightscraMonitoringInsightsUnsubscribe | POST | This endpoint allows you to unsubscribe from previously subscribed Monitoring Insights. |
Update a processor token's webhook URLprocessorTokenWebhookUpdate | POST | This endpoint allows you, the processor, to update the webhook URL associated with a processor token. |
Update an Audit Copy TokencreditAuditCopyTokenUpdate | POST | The /credit/audit copy token/update endpoint updates an existing Audit Copy Token by adding the report tokens in the report tokens field to the audit copy token. |
Update an entity screeningwatchlistScreeningEntityUpdate | POST | Update an entity watchlist screening. |
Update individual watchlist screeningwatchlistScreeningIndividualUpdate | POST | Update a specific individual watchlist screening. |
Update loan datacraLoansUpdate | POST | /cra/loans/update updates loan information such as the status and payment history. |
Update the funding account associated with the originatortransferOriginatorFundingAccountUpdate | POST | Use the /transfer/originator/funding account/update endpoint to update the funding account associated with the originator. |
Update the identity data of a Beacon UserbeaconUserUpdate | POST | Update the identity data for a Beacon User in your Beacon Program or add new accounts to the Beacon User. |
Update the parsing configuration for a document incomecreditPayrollIncomeParsingConfigUpdate | POST | /credit/payroll income/parsing config/update updates the parsing configuration for a document income verification. |
Update the scopes of access for a particular applicationitemApplicationScopesUpdate | POST | Enable consumers to update product access on selected accounts for an application. |
Update user informationuserUpdate | POST | This endpoint updates user information for an existing user id or user token. |
Update Webhook URLitemWebhookUpdate | POST | The POST /item/webhook/update allows you to update the webhook URL associated with an Item. |
Updates an existing end customer.betaPartnerCustomerV1Update | POST | The /beta/partner/customer/v1/update endpoint updates an existing end customer record. |
Upload transfer diligence document on behalf of the originatortransferDiligenceDocumentUpload | POST | Third-party sender customers can use /transfer/diligence/document/upload endpoint to upload a document on behalf of its end customer (i.e. originator) to Plaid. |
Verify auth dataauthVerify | POST | The /auth/verify endpoint verifies bank account and routing numbers and (optionally) account owner names against Plaid's database via Database Auth. |
Webhook receiver for fdx notificationsfdxNotifications | POST | A generic webhook receiver endpoint for FDX Event Notifications |
Withdraw funds from a Plaid Ledger balancetransferLedgerWithdraw | POST | Use the /transfer/ledger/withdraw endpoint to withdraw funds from a Plaid Ledger balance. |